The Merge

Don’t miss our newsletter! That's where we drop weekly knowledge bombs to help you make sense of defense! Mike and Jake host Dan Magy, co-founder and CEO of Firestorm. Firestorm’s mission is to democratize the air by re-imaging the way drones are built. They developed a method to 3D-print modular drones at the point of need, using a combination of shipping-container-based factories and localized supply chains. Best of all, the drones themselves are modular—from props to jets, AI to sensors, etc. The conversation went deep into “the why”: how Ukraine led to Firestorm, the real-time changing of the guard on how the Air Force thinks about building a credible force in light of all this, the exciting concept of attritable mass, rapidly innovating via crash-and-learn, and some history to boot. This is an episode you don’t want to miss! For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation #ukraine #drone #drones #battlefield #warfare   Links • Sign up for our ⁠amazing newsletter⁠! • Support us on ⁠Patreon⁠! • Mike Benitez (LinkedIn) • Jake Chapman X (@vc) • Dan Magy (LinkedIn) • Firestorm website ---- Follow us on... • ⁠⁠LinkedIn⁠ • Instagram⁠ • ⁠X⁠ • ⁠Facebook⁠ • ⁠Website⁠   ---- Show Notes 01:00 intro 01:28 counter-UAS startup 01:59 Ukraine starts Firestorm 03:43 the future is RF-denied 04:43:05 Firestorm name origin 05:22 competing in a crowded drone market 06:39 air superiority in the future 06:49 rapid iteration 07:09 Dan’s LinkedIn 08:16 adversaries are sharing tech and tactics 08:51 battle lab of the world 09:36 the pace of evolution - on LinkedIn 10:22 2-week evolution cycles 12:35 drones as physical decoys 13:28 cardboard drones must be honored 14:02 thermite dropping drones 14:32 keeping pace with battlefield innovation 16:00 Investors growing weary? 17:44 high-low mix 19:43 jet-powered drone 20:17 modular propulsion 20:58 autonomy differentiator 21:52 solving for non-recurring engineering 23:23 product iteration 24:08 crash and learn 25:47 failing fast - cost-effectiveness 26:48 VC investing 28:05 attritable mass 28:15 Ukraine's drone capacity 29:59 expeditionary manufacturing 31:15 localizing supply chains 33:47 attrition, reconstitution, and risk 36:25 attrition and operations 38:19 changing of the guard moment 39:50 personal risk?

Don’t miss our newsletter! That's where we drop weekly knowledge bombs to help you make sense of defense! Mike and Jake host Andrew Hunter, the US Air Force’s chief weapons buyer. As the Assistant Secretary of the Air Force for Acquisition, Technology and Logistics (ATL), he oversees Air Force research, development and acquisition activities totaling an annual budget in excess of $60 billion for more than 550 acquisition programs. He is the principal adviser to the Secretary of the Air Force and the Air Force Chief of Staff for research and development, test, production and modernization efforts within the Air Force. We talked about how he’s driving acquisition innovation and shaping the Air Force for great power competition. The discussion ranged from the good and bad on specific weapons programs—the B-21 bomber and Sentinel ICBM—negotiating the E-7 Wedgetail deal, workforce development, industry incentive alignment on price vs value, and a ton more. He even shared some new Collaborative Combat Aircraft insights that have not been made public before. This is an episode you don’t want to miss! For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation   Links • Sign up for our ⁠amazing newsletter⁠! • Support us on ⁠Patreon⁠! • Mike Benitez (LinkedIn) • Jake Chapman X (@vc)   ---- Follow us on... • ⁠⁠LinkedIn⁠ • Instagram⁠ • ⁠X⁠ • ⁠Facebook⁠ • ⁠Website⁠   ---- Show Notes 00:34 intro 01:07 why a civilian weapons buyer? 02:07 how to keep track of 500+ programs 02:42 PEOs 03:48 the aquisitions perfect storm 06:02 cost plus vs fixed price contracts 08:01 E-7 Wedgetail negotiations 09:46 phone-a-friend negotiator 12:23 B-21 bomber 14:13 B-21 active management 15:47 B-21's unique hybrid contract 19:41 commercial vs defense markets 20:18 maintaining competition in industry 21:15 competition and investing signals 22:32 structuring the market for industry 25:00 government architectures to lower switching costs 27:13 workforce development 29:58 Sentinel ICBM cost over-run 30:07 Nunn-Mccurdy Breach 31:01 too big for 1 company? 33:44 New 'Quickstart' authority 35:58 watching the CCA engineering 36:16 non-traditionals forced to traditional prime? 37:46 Elon Musk for Pentagon processes? 39:10 CCA landing gear development 40:19 what keeps you up at night? 40:36 the pacing challenge 41:17 outro

Don’t miss our newsletter! That's where we drop weekly knowledge bombs to help you make sense of defense! Mike hosts an exclusive episode to discuss the Air Force’s Collaborative Combat Aircraft (CCA) program with the 2 companies selected to build the first platforms: Anduril and General Atomics. We discuss what the companies have in common and how they both view that as one of their superpowers. We also explore the origins of the CCA program, the origins of the winning vehicle design, how the program structure is a model for innovation and more. Though they won the hardware contracts, both companies have unique software and autonomy insights, so we also discussed software as the enabler and the integration challenges of bringing these ‘loyal wingmen’ into the force. While there was a ton to agree on, they also shared unique and varying perspectives—something that you can only get when you have them in a discussion together. This is an episode you don’t want to miss! For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #sofware #startup #innovation #drones #ai #autonomy #anduril #ga-asi #airplanes #airpower #airsuperority   Links • Sign up for our ⁠amazing newsletter⁠! • Support us on ⁠Patreon⁠! • Mike Benitez (LinkedIn) • Anduril • General Atomics • Diem Salmon - Vice President, Air Dominance and Strike at Anduril • Mike Atwood - Vice President, Advanced Programs at General Atomics ---- Follow us on... • ⁠⁠LinkedIn⁠ • Instagram⁠ • ⁠X⁠ • ⁠Facebook⁠ • ⁠Website⁠   ---- Show Notes 00:48 CCA intro 02:00 company intros 06:01 why the push for CCAs? 07:26 exploring the CCA space 09:09 origins of the winning designs 10:16 2 for 1 - win win 11:55 software 12:43 the software part is the hardest 14:33 the shift in trust in kill chains 15:01 Skyborg 15:40 trust and blending 16:25 delegation via trust or necessity 17:53 the need to get it into operators hands 18:47 DOTMLPF-P 19:11 teaming 19:44 starting simple 20:29 starting with complexity 22:09 iteration is the pathway 22:55 CCA program structure 26:56 capability efficiency vs resiliency 28:35 groundbreaking challenges 29:04 solving system-level optimization 31:13 culture change 31:36 F-16 Auto GCAS 32:50 MAGIC CARPET 34:14 composites for scale? 38:31 the future 41:27 closing thoughts 42:43 outro

Don’t miss our newsletter! That's where we drop weekly knowledge bombs to help you make sense of defense! Mike and Jake host Palantir CTO Shyam Sankar to talk about software-defined warfare, defense modernization, and all the things we’d change to drive innovation to help the warfighter. Shyam started as employee #13 at 23 and slowly climbed the ranks of the largest and fastest-growing US defense software company. No topic is off limits—including how and why Palantir sued the Army…and won. For a conversation with a software tech executive, we spent most of the time talking about culture, leadership mentalities, history, and structure changes that are as relevant in the Pentagon as they are in any other industry. Of course, no episode would be complete without some lively banter and spicy takes! For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #sofware #startup #leadership #innovation #palantir   Links • Sign up for our ⁠amazing newsletter⁠! • Support us on ⁠Patreon⁠! • Mike Benitez (LinkedIn) • Jake Chapman X (@vc) • Shyam Sankar (LinkedIn) • Shyam Sankar (X) • Palantir   ---- Follow us on... • ⁠Instagram⁠ • ⁠Facebook⁠ • ⁠X⁠ • ⁠LinkedIn⁠ • ⁠Website⁠   ---- Show Notes (00:58) intro (2:07) Shyam early years (02:59) Palantir early days (04:56) security clearance moat (06:43) Palantir's software thesis (07:51) outspoken CTO (09:12) urgency without panic (10:16) WWII ramp to production (11:06) best at software (12:24) suing the Army (18:14) focus on winning (19:14) hard-headed leadership (20:16) the real tragedy of the last supper (21:36) consolidation of opportunities (23:55) F-35 Joint Program Office (24:25) flourishing ideas to deal with uncertainty (25:04) process creates mediocracy (25:24) the power of options (27:01) software-defined warfare (27:16) deductive vs inductive reasoning (27:48) hardware vs software company structures (28:53) The Army’s TITAN program (30:28) when govt left the engineering to industry (33:33) business idea - help 0 to 1 (34:11) multi-vendor ecosystems (36:19) government-provided tools for success (38:10) commercial R&D explosion (38:21) conviction with commercial tech (38:53) military labs (39:34) DJI vs General Atomics (40:07) wild idea - make the primes more valuable (41:47) value vs cost (44:16) the next few years (45:23) kill chains and value chains (46:03) car sensors to tank sensors (46:57) sustainment incentive mismatch (47:58) attacking the sustainment tail (49:04) spicy take (49:15) creating multiple buyers (49:39) multiple program offices competing (49:58) make programs compete with each other (52:12) undeclared state of emergency (52:39) save the shire (53:26) more LOTR geekery (53:51) outro